Coe Capital Management, LLC - POWERSHARES ETF TR II ownership

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of POWERSHARES ETF TR II
ValueSharesWeighting
Q1 2018$200,000
-2.9%
7,8000.0%0.22%
-0.5%
Q4 2017$206,000
+1.5%
7,8000.0%0.22%
+3.3%
Q3 2017$203,0000.0%7,8000.0%0.21%
-8.7%
Q2 2017$203,000
-99.9%
7,8000.0%0.23%
+244.8%
Q3 2016$207,000,000
-1.4%
7,8000.0%0.07%
-8.2%
Q2 2016$210,000,000
+2.9%
7,8000.0%0.07%
+12.3%
Q1 2016$204,000,000
+1.0%
7,8000.0%0.06%
-18.8%
Q4 2015$202,000,000
+0.5%
7,8000.0%0.08%
-1.2%
Q1 2015$201,000,0000.0%7,8000.0%0.08%
+26.6%
Q4 2014$201,000,0007,8000.06%
Other shareholders
POWERSHARES ETF TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Gerber Kawasaki Wealth & Investment Management 64,868$1,711,0000.59%
Epstein & White Financial LLC 29,858$783,0000.45%
DIMENSION CAPITAL MANAGEMENT LLC 26,232$692,0000.44%
Charles Schwab Investment Advisory, Inc. 3,843,570$101,394,0000.36%
Partnervest Advisory Services LLC 25,271$667,0000.32%
Gradient Capital Advisors, LLC 8,384$221,0000.23%
Coe Capital Management, LLC 7,800$206,0000.22%
DeDora Capital, Inc. 7,602$201,0000.17%
Apriem Advisors 24,102$636,0000.16%
Pictet North America Advisors SA 33,250$877,0000.14%
View complete list of POWERSHARES ETF TR II shareholders